Articles
Power & Energy Grid
25 May 2026
The power purchase agreement has become the most strategically important contract in AI infrastructure. It determines the electricity cost that […]
- Akash Sharma
- Liquid & Immersion Cooling
For four decades, direct air cooling was the default and dominant thermal management strategy
- Akash Sharma
- Liquid & Immersion Cooling
The economics of artificial intelligence infrastructure increasingly depend on something hyperscalers once treated as
- Kiara Mandavia
- Data Centers
The dominant narrative around AI infrastructure spending treats hyperscalers and chip companies as the
- Akash Sharma
- AI & Machine Learning
Sterling’s AI Infrastructure Push Is Expanding Faster Than Expected The artificial intelligence infrastructure buildout
- Kiara Mandavia
- Power & Energy Grid
A map filled with green power zones no longer guarantees the next great AI
- Kiara Mandavia
- AI & Machine Learning
The conversation about AI infrastructure bottlenecks has evolved considerably over the past 18 months.
- Akash Sharma
- Data Centers
AI infrastructure is no longer judged only by scale, rack density, or capital expenditure.
- Kiara Mandavia
- Liquid & Immersion Cooling
The liquid cooling market has never moved faster or been harder to navigate. In
- Akash Sharma
- AI & Machine Learning
The financial architecture of AI infrastructure is changing faster than the analytical frameworks most
- Akash Sharma
- AI & Machine Learning
AI demand miscalculation is becoming a growing concern as artificial intelligence infrastructure absorbs capital
- Kiara Mandavia
- AI & Machine Learning
The investment narrative around AI has been constructed almost entirely around software and silicon.
- Akash Sharma
- Neo Clouds
AI infrastructure economics now revolve around something far more physical, scarce, and geographically concentrated
- Kiara Mandavia